CreativeOne Wealth, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1739728
OVERLAND PARK, KS
Position in DIA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,608,840
+$1,894,411 QoQ
Shares Held
18,394
+10.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#162
of 1,432 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,608,840 | 18,394 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $7,714,429 | 16,655 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $6,988,448 | 14,542 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $5,791,184 | 12,488 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $5,058,661 | 11,480 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $4,659,407 | 11,097 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $3,846,945 | 9,041 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,842,942 | 6,719 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $1,732,705 | 4,430 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $2,610,100 | 6,562 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,424,191 | 3,779 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,234,289 | 3,685 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $1,720,969 | 5,005 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,587,594 | 4,773 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,499,930 | 4,527 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,176,780 | 4,096 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,261,445 | 4,098 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,721,663 | 4,964 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $1,581,895 | 4,354 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,560,531 | 4,613 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,661,279 | 4,816 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $1,706,699 | 5,169 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,570,231 | 5,135 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||